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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1651
Cardan Capital Partners
Colorado
$14.7M -$385K -2,969 -3%
VAS
1652
Vestmark Advisory Solutions
Massachusetts
$14.7M +$246K +1,902 +2%
RGC
1653
Roberts, Glore & Co
Illinois
$14.7M -$139K -1,069 -1%
WF
1654
WoodTrust Financial
Wisconsin
$14.7M +$712K +5,497 +5%
VBFG
1655
Vishria Bird Financial Group
Tennessee
$14.7M +$75.4K +582 +0.5%
GD
1656
Grandfield & Dodd
New York
$14.7M -$72.4K -559 -0.5%
JI
1657
Jeereddi Investments
California
$14.6M -$6.11M -47,189 -31%
YL
1658
YCG LLC
Texas
$14.6M +$13.8M +106,826 New
AMG
1659
Asset Management Group
Connecticut
$14.6M +$112K +868 +0.8%
RC
1660
RBO & Co
California
$14.6M -$6.61K -51 -0%
OCM
1661
Oribel Capital Management
New York
$14.6M +$13.8M +106,600 New
AWMF
1662
Arbor Wealth Management (Florida)
Florida
$14.6M +$932K +7,193 +7%
PAM
1663
Pegasus Asset Management
New York
$14.5M -$48.8K -377 -0.4%
CPA
1664
Capital Planning Advisors
California
$14.5M -$377K -2,910 -3%
SMG
1665
Spectrum Management Group
Indiana
$14.5M +$1.02M +7,838 +8%
HW
1666
Hedeker Wealth
Illinois
$14.5M +$356K +2,748 +3%
SAF
1667
Smith Anglin Financial
Texas
$14.5M -$294K -2,269 -2%
PWMG
1668
Prestige Wealth Management Group
New Jersey
$14.5M -$393K -3,036 -3%
TS
1669
Tamar Securities
California
$14.5M -$1.82M -14,008 -12%
MSFS
1670
Main Street Financial Solutions
Pennsylvania
$14.4M +$155K +1,196 +1%
GIA
1671
Guyasuta Investment Advisors
Pennsylvania
$14.4M +$646K +4,983 +5%
KLCM
1672
KG&L Capital Management
Louisiana
$14.4M +$640K +4,937 +5%
VWM
1673
Venturi Wealth Management
Texas
$14.4M +$136K +1,053 +1%
AWA
1674
Arete Wealth Advisors
Illinois
$14.4M -$432K -3,334 -2%
CIG
1675
Consolidated Investment Group
Colorado
$14.4M – – –
65 66
67
68 69